Going For Too Much Certainty Can Hold You Back – There Is No Certainty – Glenn Greenberg

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Glenn Greenberg is the founder and portfolio manager of Brave Warrior Capital. Previously, Greenberg ran Chieftain Capital Management, which he founded in 1984. Brave Warrior Capital has $3.2 Billion in Assets Under Management. Mr. Greenberg holds an English degree from Yale and is a graduate of Columbia Business School. When he … Read More

Advisors And Fund Managers Ignore Value Because It Carries Higher Career Risk

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Value investing requires a long term time horizon involving patience and discipline. Unfortunately for advisors and fund managers, their own performance is judged on much shorter time periods. As such, these ‘agents’ face a powerful incentive to minimize short-term drawdowns relative to peers and benchmarks. Here’s a great article that … Read More

Charlie Munger Told Mohnish Pabrai – An Investor Only Needs To Do Three Things (Video)

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Mohnish Pabrai is Managing Partner of Pabrai Investment Funds. Pabrai started with $1 million in 1999, and the Pabrai Funds has grown to over $400 million in assets under management. Pabrai also wrote The Dhandho Investor: The Low-Risk Value Method to High Returns, which is a comprehensive value investing framework for the … Read More

How To Find Good Businesses Using A Three-Legged Milking Stool – Chuck Akre

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(Image Credit, dailymotion.com) Chuck Akre is the founder of Akre Capital Management LLC. His firm has $4.8 Billion in Assets Under Management (Form ADV from 2015-11-01). Akre uses a classic value approach in selecting companies for his portfolio. He likes to buy companies with strong business model demonstrating consistent earnings growth, high … Read More

What Makes a Great Value Investor – Richard Pzena

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(Image Credit, cnbc.com) Richard “Rich” Pzena is the founder and chief investment officer of Pzena Investment Management, a New York-based deep value investment firm with over $20 billion in assets under management. According to Graham and Doddsville, Pzena Investment Management’s Value fund has compiled an annualized compounded return of 16.3% … Read More

The Three Toughest Words In The Investment Business, “I Don’t Know” – Chris Browne

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(Image Credit, bc.sas.upenn.edu) Chris Browne was best known as the Managing Director of the legendary investing firm Tweedy Browne & Co. Tweedy, Browne Company LLC, a successor to Tweedy & Co., was first established by Forrest Birchard Tweedy in 1920 as a dealer in closely held and inactively traded securities. The firm’s … Read More

If Value Investing Was Easy, Everyone Would Be Doing It! – Jean-Marie Eveillard

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(Image Credit, investmentnews.com) Jean-Marie Eveillard is an investing legend. He’s widely recognized as one of the first truly global value investors. Eveillard became a senior advisor to the First Eagle Investment Management Global Value team in March 2009 and now serves as board trustee to First Eagle Funds. From 1993–2004, … Read More

How To Pick Good Stocks By Trying To Kill The Business (Strategy) – Bruce Berkowitz

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(Image Credit, institutionalinvestor.com) One investor I like to follow closely, is Bruce Berkowitz. Berkowitz is the Founder and Chief Investment Officer of Fairholme Capital Management, and President and a Director of Fairholme Funds, Inc. In 2010, Berkowitz was named as the 2009 Domestic-Stock Fund Manager of the Year by Morningstar as … Read More

Undervalued Stocks | Bridgepoint Education Inc (NYSE:BPI)

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As Tobias reported yesterday, Bridgepoint Education Inc (NYSE:BPI) is the best value stock in All Investable Screener. Bridgepoint are a provider of post-secondary education services. Its academic institutions, Ashford University® and University of the RockiesSM, offer associate’s, bachelor’s, master’s and doctoral programs. As of June 30, 2016, the company’s combined institutions offered approximately … Read More